Advisory
Empower your investment decisions
Advisory is an investment service designed to help clients navigate increasingly complex markets. It is built on two pillars: analysis and advice. It provides clients with access to a trusted partner with whom to analyze and discuss all aspects of their investment objectives and decisions.
Tailored Advisory Services
You determine the level of service and advice you require based on your needs, objectives and knowledge. Your Relationship Manager will provide you with customized investment recommendations and ideas.
Advisory Classic
The Relationship Manager remains your preferred partner in all your investment discussions.
The Investment Advisor generates investment ideas and themes, responds to the Relationship Manager’s requests and provides full access to the Bank’s research.
Advisory Premium
The Relationship Manager coordinates interactions with the Investment Advisor and remains the preferred partner in the investment discussions.
The Investment Advisor performs portfolio analysis to ensure alignment with the Bank’s views, proactively suggests investment opportunities and is available for direct discussions on financial markets.
The value of investments can fall as well as rise and you may not receive back all of the original capital you invested.
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About Investment Management